Vice President and Senior Private Banker | CFP, FEA
Tel:
604-665-7458
Tel:
604-351-8550
Address
595 Burrard St
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
Map
Managing Your Wealth | |
Wealth Planning Facts & Figures | |
This is a helpful resource summarizing important tax, retirement and estate planning information. | |
Understanding Risk | |
The attached article, Understanding Risk: Not All Risk is Created Equally provides an overview on the subject. It identifies some common types of risk and also discusses some measurements of risk and some techniques that can be used to help mitigate against it. | |
Take the Guesswork Out of Interest Rates With a Laddered Bond Strategy | |
The attached article, Take the Guesswork Out of Interest Rates With a Laddered Bond Strategy, explains the benefits of bond ladders and provides strategies for implementing a laddered bond strategy within your portfolio. | |
Insurance Considerations | |
Insurance Considerations for Business Owners and Incorporated Professionals | |
Wealth Planning for Uncertain Times | |
April 30, 2020: In times of uncertainty and market volatility, creating or updating your wealth plan will help to keep you focused on the long-term and can provide reassurance that your goals remain achievable. | |